Over the years, we have worked with companies that represent a broad range of industries including Publishing, Independent Grocery, Food Manufacturing and Distribution, Real Estate owners/developers, Construction, Transportation, and Logistics to name a few.

Our clients share these common traits:

• They have worked hard to build a business, career, and a lifestyle
  
• They have achieved a high level of success
  
• They have trusted advisors - Attorney and CPA
  
• They are busy and time is a luxury
  

Private Capital Solutions Group offers comprehensive financial planning through Lincoln Financial Advisors Corp., a broker/dealer, and registered investment advisor.

• Be A Catalyst - provide leadership and quarterback a process and collaborate with your other advisors to ensure your planning is properly implemented.

• Cut through the Clutter and Complications- so you can focus on your business. We often uncover gaps and issues that may interfere with the accomplishment of your goals. We look for opportunities that produce progress for your planning NOT complexity.   
  

• Access to Creative Planning Ideas and Resources  - in the areas of the business transition, exit planning*, estate planning, tax reduction strategies, investment, and retirement income planning.  Resources for the Sale of your business, Private Equity, or Acquisitions  provided by Equity Strategies Group * via  LFA-approved third-party resources
  

• Coordinate and Collaborate - We work hard to coordinate each step of your planning in collaboration with your advisors to make sure your planning is properly implemented. No Loose Ends!